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Citigroup
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Overview Fund Activity

2,020 hedge funds and large institutions have $121B invested in Citigroup in 2025 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 847 increasing their positions, 740 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
+29
Holders Change %
+1.46%
% of All Funds
27.08%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.13%
New
197
Increased
847
Reduced
740
Closed
127
Calls
$7.24B
Puts
$7.68B
Net Calls
-$442M
Net Calls Change
+$1.03B

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$457M
2
NL
Nuveen LLC
North Carolina
+$452M
3
CHP
Castle Hook Partners
New York
+$204M
4
Swedbank
Swedbank
Sweden
+$120M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$119M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$604M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
3
Barclays
Barclays
United Kingdom
-$229M
4
Capital World Investors
Capital World Investors
California
-$216M
5
RL
Ruffer LLP
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
1876
LOM Asset Management
$26K +$26K +300 New
NECFA
1877
New England Capital Financial Advisors
Connecticut
$25.9K – – –
PAI
1878
Pittenger & Anderson Inc
Nebraska
$25.5K – – –
AEPWM
1879
Atlantic Edge Private Wealth Management
Florida
$25.5K +$2.13K +25 +9%
FMP
1880
Financial Management Professionals
Texas
$24.9K -$4.76K -56 -16%
AWM
1881
Abound Wealth Management
Tennessee
$24.2K – – –
HWM
1882
Horizons Wealth Management
North Carolina
$24.1K -$1.7K -20 -7%
HCA
1883
Harbor Capital Advisors
Illinois
$24K +$2.42K +28 +11%
BC
1884
Barrett & Company
Rhode Island
$23.8K +$1.28K +15 +6%
VFIC
1885
Valley Forge Investment Consultants
Pennsylvania
$23K – – –
PSB
1886
Piscataqua Savings Bank
New Hampshire
$23K +$23K +270 New
WA
1887
Whipplewood Advisors
Colorado
$22.8K -$25.7K -302 -53%
TCA
1888
Trifecta Capital Advisors
Illinois
$22.8K +$17.3K +203 +312%
MTIC
1889
Missouri Trust & Investment Company
Missouri
$22.1K – – –
1IA
1890
1620 Investment Advisors
Massachusetts
$21.4K – – –
AT
1891
Arlington Trust
Alabama
$21.3K – – –
GA
1892
GoalVest Advisory
New York
$21.3K +$21K +247 +8,233%
SC
1893
Swan Capital
Florida
$21.2K +$5.62K +66 +36%
AWM
1894
Accredited Wealth Management
Kentucky
$20.9K – – –
RMC
1895
Resources Management Corp
Connecticut
$20K -$1.57M -18,000 -99%
RTL
1896
Red Tortoise LLC
Georgia
$19.8K – – –
DWM
1897
Dogwood Wealth Management
Kansas
$19.3K +$18.2K +213 +1,638%
AWM
1898
Atticus Wealth Management
Florida
$19.1K +$170 +2 +0.9%
VWA
1899
Valued Wealth Advisors
Utah
$19K -$6.39K -75 -25%
EWM
1900
Evolution Wealth Management
Florida
$18.5K +$18.5K +217 New
74 75
76
77 78